Institutional Ownership Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 Value E (SPYV). We have compiled data on the 1,008 institutions that hold shares in the stock, with a total of 406 Million shares, which have been reported (via 13F filing form) to have a value of $21.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
298,592
shares
|
$16 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
293,201
shares
|
$15.7 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
292,550
shares
|
$15.7 Million
3.96% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
292,441
shares
|
$15.7 Million
4.48% of portfolio
|
Q3 2024
Added 45.94%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
290,290
shares
|
$15.6 Million
9.72% of portfolio
|
Q3 2023
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
287,228
shares
|
$15.4 Million
0.68% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
284,295
shares
|
$15.3 Million
1.29% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
283,341
shares
|
$15.2 Million
5.6% of portfolio
|
Q3 2024
Added 274.77%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
279,050
shares
|
$15 Million
1.89% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
277,445
shares
|
$14.9 Million
9.02% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
272,876
shares
|
$14.6 Million
0.2% of portfolio
|
Q4 2023
Added 5.83%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
272,545
shares
|
$14.6 Million
3.74% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
272,233
shares
|
$14.6 Million
2.12% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
269,987
shares
|
$14.5 Million
1.46% of portfolio
|
Q4 2023
Added 3.78%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
267,545
shares
|
$14.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
262,902
shares
|
$14.1 Million
7.15% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
260,892
shares
|
$14 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
257,758
shares
|
$13.8 Million
8.49% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
252,178
shares
|
$13.5 Million
4.84% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
250,518
shares
|
$13.4 Million
0.15% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
249,756
shares
|
$13.4 Million
0.34% of portfolio
|
Q3 2024
Added 17.55%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
248,588
shares
|
$13.3 Million
0.3% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
247,415
shares
|
$13.3 Million
2.15% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
237,946
shares
|
$12.8 Million
6.53% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
233,602
shares
|
$12.5 Million
1.14% of portfolio
|
Q3 2024
Added 0.63%
|